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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWPCM
251
Perella Weinberg Partners Capital Management
New York
$10.4M +$501K +4,581 +5%
DI
252
Diligent Investors
California
$10.3M +$10.1M +92,290 New
CAM
253
Caprin Asset Management
Virginia
$10M +$659K +6,030 +7%
Manulife (Manufacturers Life Insurance)
254
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.96M -$3.38M -30,927 -26%
WA
255
Waverly Advisors
Alabama
$9.85M -$421K -3,848 -4%
AIM
256
Acropolis Investment Management
Missouri
$9.58M -$445K -4,074 -5%
CI
257
Cavalier Investments
Georgia
$9.56M +$9.39M +85,834 New
AI
258
Atria Investments
North Carolina
$9.47M -$4.06M -37,134 -31%
PFM
259
Peak Financial Management
Massachusetts
$9.19M +$212K +1,942 +2%
WIM
260
Westside Investment Management
California
$9.19M +$9.02M +82,491 New
HNB
261
Huntington National Bank
Ohio
$9.05M
LPWM
262
Lake Point Wealth Management
Texas
$8.99M
VOYA Investment Management
263
VOYA Investment Management
Georgia
$8.98M -$26.2M -239,899 -75%
EFSCE
264
Enterprise Financial Services Corp (EFSC)
Missouri
$8.81M +$143K +1,304 +2%
FIA
265
Foundations Investment Advisors
Arizona
$8.72M +$8.55M +78,153 New
CFB
266
Cullen/Frost Bankers
Texas
$8.64M +$957K +8,753 +13%
RWG
267
Regal Wealth Group
California
$8.61M +$210K +1,916 +3%
LSAG
268
Lake Street Advisors Group
New Hampshire
$8.57M -$258K -2,361 -3%
KWM
269
Kingsview Wealth Management
Oregon
$8.56M +$859K +7,855 +11%
PT
270
Plimoth Trust
Massachusetts
$8.56M -$193K -1,766 -2%
JSA
271
Jacobson & Schmitt Advisors
Wisconsin
$8.52M +$1.47M +13,400 +21%
CPP
272
Crow Point Partners
Massachusetts
$8.44M -$2.79M -25,505 -25%
EWM
273
Executive Wealth Management
Michigan
$8.34M -$3.28M -29,981 -29%
PAG
274
Pinnacle Advisory Group
Maryland
$8.31M -$148K -1,354 -2%
FCIM
275
Fairview Capital Investment Management
California
$8.3M +$180K +1,650 +2%